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Sean Randall Spencer
Membro del Comitato di Investimento presso IMA Wealth, Inc.
Profilo
Mr. Sean R.
Spencer is a Wealth Advisor & Portfolio Manager at IMA Wealth, Inc. He joined IMA Wealth in 2015 and serves as a member of our Investment Policy Committee.
He brings more than ten years of experience in the financial services industry including financial and credit analysis, new business development and portfolio management.
Prior to that, he most recently served as Portfolio Manager and Analyst with INTRUST Wealth Management.
He earned a Bachelor of Science degree in chemical business from Wichita State University in 2007.
Posizioni attive di Sean Randall Spencer
Società | Posizione | Inizio |
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IMA Wealth, Inc.
![]() IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Membro del Comitato di Investimento | 01/01/2015 |
Formazione di Sean Randall Spencer
Wichita State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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IMA Wealth, Inc.
![]() IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
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